The Bales Family Foundation
The Bales Family Foundation is a private foundation, based in Manhattan Beach, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5K in total assets. In 2025, it awarded 5 grants totaling $5K.
The Bales Family Foundation at a glance
In short: The Bales Family Foundation gave $5K across 5 grants in 2025 (avg $1K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,250
- +110.0% vs 2024
- Grants made (2025)
- 5
- +400.0% vs 2024
- Average grant
- $1,050
- -58.0% vs 2024
- Median grant
- $1,000
- Total assets
- $5,429
- -53.3% vs 2024
- Primary geography
- New Mexico (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Bales Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Santa Fe Food Depot ($3K). Together the top 5 received $5K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Bales Family Foundation gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2024) to $49K (2019). In 2025 it made 5 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Fe Food Depot Santa Fe, NM | For Continuing Programs | $2,500 |
| Solstice Project Santa Fe, NM | Research on chaco canyon and other important native sites | $1,000 |
| Regarding Her Beverly Hills, CA | For Continuing Programs | $1,000 |
| Florence Immigrant Refugee Rights P Tuscon, AZ | For Continuing Programs | $500 |
| Foundatin for Historic Christ Churc Irvington, VA | For Continuing Programs | $250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,429 | $66 | $6,270 | $5,250 | 5 | $5,250 | — | $482 |
| 2024 | $11,633 | $67 | $3,320 | $2,500 | 1 | $2,500 | — | $673 |
| 2023 | $14,886 | $71 | $11,495 | $10,500 | 5 | $10,500 | — | $1,068 |
| 2022 | $28,355 | $356 | $8,695 | $7,700 | 9 | $7,700 | $356 | $1,564 |
| 2021 | $34,621 | $1,295 | $18,078 | $16,500 | 6 | $16,500 | $1,295 | $2,110 |
| 2020 | $50,451 | $3,329 | $40,999 | $39,750 | 8 | — | $3,329 | $4,194 |
| 2019 | $87,099 | $7,238 | $50,706 | $49,000 | 5 | — | $7,238 | $5,033 |
Under IRS private-foundation payout rules, The Bales Family Foundation reported a distributable amount of $482 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bales Family Foundation is led by Susan N. Bales, CEO on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan N. Bales
CEO
On filings since 2019
No compensation reported
Andrew M. Goldstein
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bales Family Foundation
How much does The Bales Family Foundation give each year?
The Bales Family Foundation gave $5K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
What is The Bales Family Foundation's typical grant size?
The Bales Family Foundation's median grant in 2025 was $1,000, and its average grant was $1,050, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Bales Family Foundation give grants?
The Bales Family Foundation gives mostly in New Mexico: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (19%) and Arizona (10%). The most frequent recipient cities were Santa Fe, NM (2 grants).
Does The Bales Family Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Bales Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "For Continuing Programs" (4 grants).
Who are The Bales Family Foundation's largest grantees?
The Bales Family Foundation's largest 2025 grantees include Santa Fe Food Depot ($2,500), Solstice Project ($1,000) and Regarding Her ($1,000), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.
How large is The Bales Family Foundation?
The Bales Family Foundation reported $5K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $482 (roughly 5% of its investment assets).
What is The Bales Family Foundation's EIN?
The Bales Family Foundation's EIN (Employer Identification Number) is 95-4658563. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Bales Family Foundation's focus areas in our free grants database
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